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Level 1
posted Apr 12, 2024 8:38:01 AM

Stuck in loop on CA file a return

When filing CA return, TurboTax asks me to add info (name, SSN, address), screen "Check This Entry", text "California Information Worksheet: Taxpayer's SSN should not be entered directly", and loops over. 

0 2 2412
1 Best answer
Level 1
Apr 15, 2024 9:01:45 AM

Called tech support, got the issue resolved.

 

For everyone who has the same issue:

- Open "Forms", find "Personal Info Worksheet" in CA forms
- Delete all info from fields in red, just let them empty (address was autofilled in my case, but that's ok)

- Go to "Easy steps" and continue filing; the missing info will be auto-populated from Federal forms 

2 Replies
Level 1
Apr 15, 2024 9:01:45 AM

Called tech support, got the issue resolved.

 

For everyone who has the same issue:

- Open "Forms", find "Personal Info Worksheet" in CA forms
- Delete all info from fields in red, just let them empty (address was autofilled in my case, but that's ok)

- Go to "Easy steps" and continue filing; the missing info will be auto-populated from Federal forms 

Level 3
Feb 3, 2025 9:06:06 PM

had same issue with 2024 return (as of 2/3/2025). Cleared prefilled data and issue resolved. Can't file yet since Fidelity stock info not available until Feb. 8th.